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iShares Lehman 1-3 Year Treas.Bond shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in iShares Lehman 1-3 Year Treas.Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman 1-3 Year Treas.Bond held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $945k 945k 1.00

More positions owned by Roehl & Yi Investment Advisors

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Gold Tr Ishares New (IAU)
Flexshares Tr Mornstar Upstr (GUNR)
Western Digital (WDC)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Capital Group Growth Etf Shs Creat Unit (CGGR)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Capital Group International SHS (CGIE)

View all positions for Roehl & Yi Investment Advisors

Top funds holding iShares Lehman 1-3 Year Treas.Bond

Morgan Stanley
Captrust Financial Advisors
Bank of America Corporation
BlackRock
FMR
Jpmorgan Chase & Co
Ameriprise Financial
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Raymond James Financial
UBS Group
Assetmark
Bank Of Montreal
Manufacturers Life Insurance Company

View all funds holding iShares Lehman 1-3 Year Treas.Bond